Overview
Claire works closely with owners of small- to mid-sized businesses in the real estate, manufacturing, and restaurant industries, helping them achieve profitable growth. She specializes in business advisory services, supporting clients throughout the entire business lifecycle by providing financial planning, business valuation, and transaction advisory consulting services. With over 30 years of experience, Claire brings a strategic, forward-thinking approach to leadership coaching, tax planning, and succession planning.
Experience
As a Certified Financial Planner, Certified Valuation Analyst, and Certified Exit Planning Advisor, Claire is highly competent in guiding clients through ownership transitions and business exits. From business valuation to post-transaction wealth management, she helps clients successfully navigate every stage of the process. Claire’s extensive experience allows her to uncover opportunities that many CPAs tend to overlook. A standout career achievement includes securing $300,000 in tax savings for a client by recommending the implementation of a defined benefit plan.
Claire is dedicated to her clients’ personal financial wellbeing and the success of their businesses. She establishes a high level of trust with her clients as they count on her knowledge, dependability, and insights to make strategic financial and business decisions.
Education & Affiliations
Claire earned her Bachelor of Science degree in Accounting from Kansas State University. She is a member of the American Institute of Certified Public Accountants (AICPA), the Georgia Society of CPAs (GSCPA), the North Fulton Chamber of Commerce, and the Alpharetta Chamber of Commerce. She is also a graduate of the Leadership North Fulton Program.
Claire is passionate about giving back to her community and serves on the Advisory Board of North Fulton Community Charities, where she is also a former board member. She actively participates in her church’s charitable outreach programs, supporting initiatives that promote self-sufficiency and help prevent homelessness and hunger.
Insights
